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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
DM
1001
Delphi Management
Massachusetts
$1.35M -$982 -21 -0.1%
SBA
1002
Secrest Blakey & Associates
North Carolina
$1.35M +$158K +3,388 +13%
NPA
1003
Nichols & Pratt Advisers
Massachusetts
$1.35M -$47K -1,005 -3%
SIAG
1004
Signet Investment Advisory Group
Rhode Island
$1.35M +$16.4K +350 +1%
CC
1005
Courier Capital
New York
$1.34M -$98.9K -2,114 -7%
CCG
1006
Cypress Capital Group
Florida
$1.33M -$4.54K -97 -0.3%
CBU
1007
CIBC Bank USA
Illinois
$1.33M +$176K +3,756 +15%
AHB
1008
Abner Herrman & Brock
New Jersey
$1.33M -$190K -4,072 -13%
RCM
1009
Radnor Capital Management
Pennsylvania
$1.33M +$6.36K +136 +0.5%
HIC
1010
Holderness Investments Company
North Carolina
$1.32M -$327 -7 -0%
S
1011
SignatureFD
Georgia
$1.32M -$112K -2,403 -8%
RWA
1012
Ropes Wealth Advisors
Massachusetts
$1.32M -$34.3K -734 -3%
MPWT
1013
MassMutual Private Wealth & Trust
Connecticut
$1.31M +$50.9K +1,088 +4%
CS
1014
Comerica Securities
Michigan
$1.31M +$222K +4,749 +21%
CL
1015
Choreo LLC
Illinois
$1.31M +$36.1K +773 +3%
SFFS
1016
Stonehage Fleming Financial Services
Jersey
$1.3M -$1.13M -24,190 -47%
KFC
1017
Klingenstein Fields & Co
New York
$1.3M -$625K -13,366 -33%
RHAM
1018
Round Hill Asset Management
California
$1.3M +$21K +450 +2%
NC
1019
Northpointe Capital
Michigan
$1.3M -$3.11M -66,523 -71%
AC
1020
Avenir Corporation
Virginia
$1.3M
NPT
1021
Nixon Peabody Trust
Massachusetts
$1.29M -$43.8K -937 -3%
BFA
1022
Bragg Financial Advisors
North Carolina
$1.29M -$80.5K -1,721 -6%
HFA
1023
HC Financial Advisors
California
$1.29M -$179K -3,821 -12%
VIM
1024
Vista Investment Management
Pennsylvania
$1.28M -$14.4K -309 -1%
Holocene Advisors
1025
Holocene Advisors
New York
$1.28M +$1.26M +26,990 New

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.